See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,489 | $92,091-64.7% | $62,995-48.4% | $77,958-58.3% |
| Participation rate | 99.2% | 74.5%+24.7pp | 74.8%+24.4pp | 71.6%+27.6pp |
| Annual return | 16.16% | 16.23%-0.1pp | 87.57%-71.4pp | 20.87%-4.7pp |
| Employer contribution / active EE | $3,502 | $3,424+2.3% | $2,759+26.9% | $2,310+51.6% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,329-100.0% | $3,537-100.0% |
| Admin fee / account holder | $2 | $48-96.5% | $3,600-100.0% | $97-98.3% |